How to: Exchange Items
Note: This is only available as part of a new transaction.
This process is used when the customer wants to exchange items.
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In the POS, press the Transactions List button.
- Select the sales transaction by searching for it in the list, or by scanning the barcode on the receipt, and press Exchange.
- Press Select or Select All to select the line or lines that are to be returned.
- If this is a "like for like" exchange, that is an exchange of the exact same item or variant, press the Same Item button.
If the exchange is for a different item or variant, press the Other Item button. - The Same Item button creates two lines per each selected line, one return line and a sales line. The lines are exactly the same but reversed.
Tip: You can see the text EXCHANGE at the bottom, identifying this transaction as an item exchange. - The Other Item button only creates the return line for each selected line (see left image). The user must manually add a Sales line (see right image).
Notes:
- The return line cannot be modified, only voided. If this line is voided, the transaction is no longer an Exchange transaction, and it goes back to being a normal Sales transaction.
- The sales line can be modified as any other sales line.
- At least one return line and one sales line are required on a Exchange transaction. Otherwise, the below error is displayed: